See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,891 | $157,256-11.7% | $141,162-1.6% | $152,861-9.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.37% | 64.32%-42.0pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $13,127 | $5,261+149.5% | $4,735+177.2% | $4,762+175.6% |
| Participant deferral / active EE | $6,333 | $7,109-10.9% | $6,709-5.6% | $5,850+8.3% |
| Admin fee / account holder | $371 | $12,120-96.9% | $10,261-96.4% | $11,596-96.8% |